Real EstateSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

A market analysis ready while the seller is still on the phone

For: Five-person residential sales team

Typical impact

CMA in 12 minutes, not 2 days

Small residential sales teams lose listings to faster competitors when agents spend two days building each market analysis. The whole CMA runs automatically, from comparable pulls to pricing bands to a branded PDF, so it lands in about twelve minutes.

Typical results

6x

More CMAs per week

+33%

Listing win rate

9 hrs/wk

Saved per agent

Figures reflect typical results for this kind of automation.

The challenge

Every seller call ended the same way: send me your analysis. Assembling one meant hunting portal listings, cross-checking transaction records, pasting screenshots into a deck — two days of agent time per report. Hot sellers signed with whoever showed up first with numbers, and follow-ups arrived after the decision was already made.

Before and after

Before With the automation

CMA turnaround

−99%
48 hours
0.2 hours

CMAs produced

6×
5 per week
30 per week

Listing win rate

+33%
24%
32%

The automation

We built a Make scenario behind a one-field address form. Typing an address pulls comparable sales from portal data and transaction records, filters them by size, floor, and condition, and calculates pricing bands. The data flows into a branded PDF template with charts, neighborhood trends, and a suggested listing range. The finished CMA lands in the agent's inbox and the CRM within twelve minutes, ready to send while the seller is still on the phone.

How it works

  1. 01

    Address in

    The agent types the property address into a one-field form — even mid-call with the seller.

  2. 02

    Comps pulled

    The scenario gathers comparable sales from portal data and transaction records automatically.

  3. 03

    Pricing calculated

    Comps are filtered by size, floor, and condition, and pricing bands and neighborhood trends are computed.

  4. 04

    PDF assembled

    A branded template fills itself with charts, a comps table, and a suggested listing range.

  5. 05

    Delivered

    The finished CMA lands in the agent's inbox and the CRM within twelve minutes, ready to send.

Starts from

  • Address lookup form
  • Portal & transaction data

Delivers

  • Pricing bands & charts
  • Branded CMA PDF
  • In agent's inbox in 12 min

The impact

CMA turnaround typically drops from two days to twelve minutes, and a five-person team can send thirty analyses a week instead of five. Sellers get numbers during the first conversation, listing win rates can climb by about a third, and agents reclaim roughly nine hours a week each for selling.

Questions about this automation

Where do the comparable sales come from?

The flow pulls comparable sales from listing portal data and recorded transaction data for the area around the address. It then filters them by size, floor and condition so only relevant properties remain. The data sources and filter ranges are agreed with the team at the start and can be adjusted as their markets change.

What does the finished CMA include?

Each CMA is a branded PDF with a table of comparable sales, charts of recent price trends in the neighborhood, calculated pricing bands and a suggested listing range. It lands in the agent's inbox and is attached to the seller's record in the CRM, so it can be sent while the conversation is still fresh.

Does the report go straight to the seller?

No. The PDF always goes to the agent first. The agent checks the comparables and the suggested range, adds any local knowledge the data cannot capture, such as a recent renovation, and then sends it to the seller from their own inbox. The version that was sent stays on the CRM record.

Real Estate

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